SO icon

Southern Company
SO

Overview Fund Activity

1,171 hedge funds and large institutions have $25.8B invested in Southern Company in 2016 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 462 increasing their positions, 404 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,171
Holders Change
+38
Holders Change %
+3.35%
% of All Funds
29.32%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.4%
New
135
Increased
462
Reduced
404
Closed
82
Calls
$238M
Puts
$195M
Net Calls
+$43.3M
Net Calls Change
-$19M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$247M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
3
Wells Fargo
Wells Fargo
California
+$176M
4
Franklin Resources
Franklin Resources
California
+$144M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$131M

Top Sellers

1
Citigroup
Citigroup
New York
-$224M
2
LC
LNZ Capital
New York
-$97M
3
MTB
Mizuho Trust & Banking
Japan
-$77.4M
4
ZP
Zimmer Partners
New York
-$64.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
651
Optimum Investment Advisors
Illinois
$853K +$1.57K +32 +0.2%
AC
652
Abbrea Capital
California
$850K +$850K +17,277 New
KA
653
Kovack Advisors
Florida
$847K +$55.9K +1,136 +7%
ZIC
654
ZWJ Investment Counsel
Georgia
$842K -$9.84K -200 -1%
NSEDCP
655
NJ State Employees Deferred Compensation Plan
New Jersey
$836K – – –
Two Sigma Investments
656
Two Sigma Investments
New York
$835K -$1.31M -26,659 -61%
IEFM
657
IQ EQ Fund Management
Ireland
$829K -$21.8K -393 -3%
FHA
658
First Horizon Advisors
Tennessee
$829K – – –
CPA
659
Court Place Advisors
Maryland
$828K +$319K +6,475 +63%
DP
660
Dearborn Partners
Illinois
$822K -$56.4K -1,147 -6%
ATC
661
Adirondack Trust Company
New York
$821K -$2.95K -60 -0.4%
CSM
662
CAMG Solamere Management
North Carolina
$818K +$818K +16,654 New
MSFP
663
Mark Sheptoff Financial Planning
Connecticut
$814K -$24.5K -498 -3%
APP
664
Avantax Planning Partners
Iowa
$812K +$812K +16,512 New
SHCM
665
Stokes & Hubbell Capital Management
Louisiana
$811K +$1.77K +36 +0.2%
NC
666
NewSquare Capital
Pennsylvania
$811K +$51.1K +1,040 +7%
LC
667
LCNB Corp
Ohio
$810K +$810K +16,482 New
SJIM
668
St. Johns Investment Management
Florida
$806K -$16.5K -335 -2%
RBC
669
Ronald Blue & Co
Georgia
$804K -$8.61K -175 -1%
WSC
670
Wellington Shields & Co
New York
$804K +$2.61K +53 +0.3%
VanEck Associates
671
VanEck Associates
New York
$803K +$520K +10,572 +184%
RB
672
Rodgers Brothers
Pennsylvania
$801K -$56.7K -1,152 -7%
TYCC
673
Texas Yale Capital Corp
Florida
$801K – – –
AT
674
Arden Trust
Delaware
$799K +$9.8K +199 +1%
RWA
675
Ropes Wealth Advisors
Massachusetts
$798K +$10.3K +210 +1%
25 26
27
28 29